Marquette Speaking at Institutional Investor 2026 Roundtable for Consultants & Institutional Investors 10/7

August 27, 2026

On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants & Institutional Investors in Chicago.

Nat will be joining a panel entitled, “Investing Across the AI Value Chain: How Much AI Exposure Is Enough…Or Too Much?” described as follows: From semiconductor manufacturers and hyperscalers to energy providers, infrastructure developers, data centers, and software platforms, AI is creating winners across multiple sectors while leaving others behind. Has investing effectively bifurcated into AI and non-AI exposures? This session explores how investors should think about AI exposure across the entire value chain, where the most attractive opportunities may lie, concentration risk, and whether current market leadership can be sustained. Panelists will discuss emerging sources of value creation beyond the most visible beneficiaries, the durability of AI-driven earnings growth, and whether today’s extraordinary levels of investment and valuation represent a long-term structural shift or the conditions for the next technology bubble.

The Roundtable for Consultants & Institutional Investors will offer insights from leading industry experts and a forum for valuable exchanges with peers. For more information, please visit the event webpage.